By integrating your Carerix and Ratecard accounts, you can benefit from collecting feedback on autopilot. You don't need to worry about asking for feedback and/or reviews anymore, the process is 100% automated so it doesn't take up your time. Would you like to be in control, and decide yourself which contacts you ask for feedback and/or a review? Get started now and improve every day!

How it works

  • Add (an) email template(s) including a JSON request within Carerix
  • Set up triggers to automatically add contacts to a smart group if it matches the trigger conditions (e.g. if a candidate is placed)
  • Build your own form(s) and/or use our proven questionnaires (e.g. CX, cNPS, eNPS or EX)
  • Send real-time and personalised requests per email & SMS
  • Set goals, measure and benchmark to improve every day
  • Check out your feedback in real-time within Ratecard
  • Get more traffic, higher conversion rates and lower marketing costs
  • Let your team spread your ambassadors' words and grow (even) faster!

Installation guide

Step 1: Create a smart group within Ratecard

First of all, you need  a smart group in Ratecard. The smart group address will be used to send your email template to, so you can send an event-based campaign to i.e. your candidates, clients and/or employees. Make sure you have at least added one group, give the group a name - e.g.  "Carerix | 2.3 Intake completed | Candidate", and copy the address in your list with smart groups within Ratecard:

**groupid**@group.ratecard.io

Step 2: Create an email template within Carerix

Next, go to your Carerix application, and login using your Carerix credentials. We will now set up an email template that we will later send if an event occurs within Carerix (e.g. an intake is completed or candidate is placed; see: further steps). Follow these steps in order to add your email template correctly:

  • Go to "Templates", which is located under "Maintenance"
  • Click on the (+ new) link in the top left corner to create a "New template". Make sure you've selected the "E-mail" tab above
  • Give your template a name, e.g. "Ratecard | 2.3 Intake completed | Candidate"
  • Give your template a unique code and index, e.g. "999" at both
  • Check the box "HTML format"
  • Check the box "Visible at" and select the object you would like to ask for feedback about, e.g. "Match", "Placement" or "Job order" - please note: you cannot send candidate information if you select "Job order" here, then you should select "Match" or "Placement". For this example, select "Match"
  • Check the box "select all" in the "Available for" field
  • Select the supported language(s), only if applicable. Be sure to check which languages Ratecard currently supports
  • Select "Work E-mail address of user" in the "From" field and make sure your domain(s) is/are allowed to add contacts to smart groups within Ratecard
  • Select "Other" in the "To" field, "Work" in the "Address to be used" field, and "Send now" in the "Send options" field
  • Add a subject for your template, e.g. "Candidate | 2.3 Intake completed"
  • Copy and paste one of the following options in the "Content" field of your template and replace **groupid** with the group id of the smart group you would like to add this contact to, just before clicking "Finish" for a new template or "Save" for an existing template:

A. Basic candidate profile - Use this template for match stages or placements (e.g. if match or placement stage is XYZ):

<cx:header name="to" value="**groupid**@group.ratecard.io"/>
beginratecard
[
{
"firstname": "<cx:write value="$activity.toEmployee.firstName" />",
"lastname": "<cx:write value="$activity.toEmployee.lastName" />",
"email": "<cx:write value="$activity.toEmployee.businessOrPrivateEmailAddress" />",
"phone": "<cx:if condition="$activity.toEmployee.mobileNumberBusiness.length>9"><cx:write value="$activity.toEmployee.mobileNumberBusiness" /></cx:if><cx:else><cx:write value="$activity.toEmployee.mobileNumber" /></cx:else>",
"owner": "<cx:write value="$activity.owner.businessOrPrivateEmailAddress" />",
"language": "en",
"source": "Carerix"
}
]
endratecard

B. Extensive candidate profile with job details | Use this template for match stages or placements (e.g. if match or placement stage is XYZ):

<cx:header name="to" value="**groupid**@group.ratecard.io"/>
beginratecard
[
{
"firstname": "<cx:write value="$activity.toVacancy.toEmployee.firstName" />",
"lastname": "<cx:write value="$activity.toVacancy.toEmployee.lastName" />",
"email": "<cx:write value="$activity.toVacancy.toEmployee.businessOrPrivateEmailAddress" />",
"phone": "<cx:if condition="$activity.toVacancy.toEmployee.mobileNumberBusiness.length>9"><cx:write value="$activity. toVacancy.toEmployee.mobileNumberBusiness" /></cx:if><cx:else><cx:write value="$activity. toVacancy.toEmployee.mobileNumber" /></cx:else>",
"company": "<cx:write value="$activity.toVacancy.toCompany.name" />",
"jobtitle": "<cx:write value="$activity.toVacancy.jobTitle" />",
"jobid": "<cx:write value="$activity.toVacancy.vacancyNo" />",
"dtstart": "<cx:write value="$activity.toVacancy.startDate" />",
"dtend": "<cx:write value="$activity.toVacancy.endDate" />",
"owner": "<cx:write value="$activity.toVacancy.owner.businessOrPrivateEmailAddress" />",
"language": "en",
"source": "Carerix"
}
]
endratecard

C. Extensive contact profile with job details | Use this template for job orders (e.g. if job order status is XYZ):

<cx:header name="to" value="**groupid**@group.ratecard.io"/>
beginratecard
[
{
"firstname": "<cx:write value="$activity.toVacancy.toUser.firstName" />",
"lastname": "<cx:write value="$activity.toVacancy.toUser.lastName" />",
"email": "<cx:write value="$activity.toVacancy.toUser.businessOrPrivateEmailAddress" />",
"phone": "<cx:if condition="$activity.toVacancy.toUser.mobileNumberBusiness.length>9"><cx:write value="$activity.toVacancy.toUser.mobileNumberBusiness" /></cx:if><cx:else><cx:write value="$activity.toVacancy.toUser.mobileNumber" /></cx:else>",
"company": "<cx:write value="$activity.toVacancy.toCompany.name" />",
"jobtitle": "<cx:write value="$activity.toVacancy.jobTitle" />",
"jobid": "<cx:write value="$activity.toVacancy.vacancyNo" />",
"dtstart": "<cx:write value="$activity.toVacancy.startDate" />",
"dtend": "<cx:write value="$activity.toVacancy.endDate" />",
"owner": "<cx:write value="$activity.toVacancy.owner.businessOrPrivateEmailAddress" />",
"language": "en",
"source": "Carerix"
}
]
endratecard

Step 3: Set up a trigger within Carerix

Consequently, follow these steps to set up your trigger:

  • Go to to the module "Triggers", which is located under "Maintenance"
  • Click on the (+ new) link in the top left corner to create a "New trigger"
  • Give your workflow a name, e.g. "Ratecard | 2.3 Intake completed | Candidate"
  • Check the box "Active"
  • Select "Match stage is set to..." and select the match stage you would like to connect an event-based feedback campaign in Ratecard to in the "If event" field, e.g. "2.3 Intake completed"
  • Select "Send E-mail from template with code..." in the "Then action" field, and provide the unique code you have given your email template in step 2 (see: above), e.g. "999"
  • Click on "Finish" for a new trigger or "Save" for an existing trigger
  • Bonus tip: you can also set up advanced triggers in order to schedule specific feedback campaigns, e.g. for a certain department

Step 4: Collect feedback on autopilot via Ratecard

Finally, it's time to set up an event-based campaign that is sent out to each new contact that is added to the smart group you selected in step 2 above. Within this campaign you can select the form you would like to use to ask the right questions at the right time. If you don't have any forms yet within Ratecard, you can build your own form and/or use our proven questionnaires (e.g. for CX, cNPS, eNPS or EX).

Congrats, you're all set now! Real-time and personalised requests will be send out per email and SMS once your trigger(s) is/are fired within Carerix. Now you can improve every day and grow like a champion 🤘🚀

Interested?

If you're interested in collecting feedback and/or reviews on autopilot via Ratecard within Carerix, please let us know. You could set it up yourself, or your dedicated Carerix consultant can help you set it up and manage or optimise it. Not a customer of Carerix or Ratecard yet? Don't worry, both Ratecard and Carerix offer a free online demo so you can test the waters without any risks.

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